Product Release Notes (Q3 2023)
7.14.23 Release | Feature Enhancements
Exports Index
- A new Exports tab has been added in Admin where team members can quickly export reports of data from different areas of the application. Any time a team member exports a report, it is logged in the Data Exports table in the Data Access Log in Admin Settings. This can also be accessed within 7 days from your personal Exports tab (Profile & Preferences > My Profile > Exports). Currently, there are seven reports available to export:
- Commitments
- Email Campaign Data
- Investments & Distributions
- Project List
- Property Details
- Segments
- Transfers
Link to Help Center article: Exports Index Page
Wire Transfer Data Export
- Team members with Sensitive Data Access can now export wire transfer data from within a project or entity-level distribution batch. This export has been added to the list of available exports when clicking the Export button, and includes the following information:
- “Investor Name”
- “Total Distribution Amount” for the current batch
- “Distribution Start Date” for the current batch
- “Distribution End Date” for the current batch
- “Distribution Send Date” for the current batch
- “Investor Bank Name” for the investment/investor
- account_type as “Investor Account Type” for the investment/investor
- bank_type as “Investor Bank Type” for the investment/investor
- “Investor Account Number” for the investment/investor
- “Investor ABA Number” for the investment/investor
- “Investor Payment Reference” for the investment/investor
- “Investor For Further Credit to” for the investment/investor
- “Investor Bank Address” for the investment/investor
- “Investor Bank Address City” for the investment/investor
- “Investor Bank Address State” for the investment/investor
- “Investor Bank Address Zip Code” for the investment/investor
- “Investor Bank Address Country” for the investment/investor
CRM Enhancements
- A tooltip has been added to the Phone Number field on the Profile tab to let the user know that only numerical values are accepted.
- The Tags section on the side panel and CRM aside is now expanded by default.
- The ‘Clear Filters’ button on Edit Segment Details page has been renamed as ‘Remove All Conditions.’
Portal Notifications
- New Accreditation Portal Notification and Setting
- A new “Accreditation Request” portal notification is now available in Admin, along with a corresponding toggle in General Settings to send the request to investors after completing the Investment or Commitment Wizard. This toggle is on by default and can be switched on/off as needed.
- The ‘Investment Request’ subject line in the Commitment Request portal notification has been updated to ‘Commitment Request’ for consistency.
Other
- For Documents, on Manage Batches, a ‘Document Type’ column has been added to the table, and the ability to edit the document type has been added for all batches. To edit the document type, click the dropdown arrow for an existing batch in the table and select ‘Edit Document Type’ - a modal will appear to select a document type, and upon saving, it will be updated for all of the documents in the batch.
- The email that an investor receives when bulk downloading documents from the Investor Portal has been updated so that the download link is no longer the raw URL and looks less like spam mail.
7.28.23 Release | Feature Enhancements
Investor Settings - General Settings
- A toggle for the Dashboard page has been added so that sponsors can turn the Dashboard on or off for their investors. They can also rename the page by clicking the edit pencil, just like with the toggles for the other pages in the Investor Portal.
Note: If the Dashboard is toggled off, sponsors will not be able to Invite to Invest. This option becomes disabled in the cap table in that case, and a message appears on hover that states, “Cannot Invite to Invest when the Dashboard is toggled off in Investor Settings.” - The My Portfolio tab has been added to the list - without a toggle - so that sponsors can edit the tab name by clicking the edit pencil.
- The radio buttons for the “default page to direct investors to upon login” now include all of the pages on the Investor Portal. A sponsor can now select any of the following as the default page:
- My Investments tab on the Dashboard
- Open Investments tab on the Dashboard
- Portfolio Performance
- Transactions
- Documents
- Communication
Other
- On the Edit Classes page, the “Disable Self-Accreditation for this equity class” checkbox is no longer available under Advanced Options. The options in the Accreditation Method dropdown have been updated and expanded to the following:
-
- None *(New Option)
- On the Investor Portal - no checkboxes in Investment/Commitment Wizard, no Verify Investor link
- Self
- On the Investor Portal - checkboxes in Investment/Commitment Wizard
- VerifyInvestor (Updated option)
- On the Investor Portal - no checkboxes in Investment/Commitment Wizard, Verify Investor link
- Self + VerifyInvestor (New Option)
- On the Investor Portal - checkboxes in Investment/Commitment Wizard, Verify Investor link
- None *(New Option)
-
- On the Investment tab of a CRM profile, “Entity” has been added as an available column to add to the table of Investments.
- For all Trust profiles, a new “Title” field has been added.
8.11.23 Release | Feature Enhancements
Investor Uploads
- Investors can now upload documents for their sponsors through the Investor Portal! Under Documents, there’s a new Uploads page where investors can upload documents and manage them. Currently, only PDF files are supported. When uploading a file, investors will also have the option to mark the file as sensitive for the sponsor.
- On Admin, sponsors can view these uploads on the contact’s Documents tab by clicking the Investor Uploads button to toggle to the uploads table. They can edit, delete, and download uploads as needed. There’s also a new profile notification available for investor uploads, so team members can choose to be notified of these uploads on a daily, weekly, or monthly cadence.
Link to Help Center articles:
Documents Uploaded by Investors
Uploading Documents through the Investor Portal
Exports
- The following exports have been added to the Exports Index:
- Capital Calls Export
- Investments Export
Link to Help Center article: Exports Index Page
Other
- A Sender variable for Trust Title is now available when creating an eSignature template.
- Updated messages when there are no results to display on the Investments and Documents tabs on a CRM profile:
- “You have no investments” updated to “No Investments to Display”
- “You have no documents” updated to “No Documents to Display”
8.25.23 Release | Feature Enhancements
Exports Index
- A new Distributions export is available in Admin for the Exports Index Page
Link to Help Center article: Exports Index Page
9.8.23 Release | Feature Enhancements
Notification Settings
Sponsors can now control which notifications a contact will receive by toggling them on/off in a new Notification Settings modal that can be accessed on the contact's profile and on the CRM aside. Investors can also access these settings via Manage Profiles in the Investor Portal, enabling them to opt in or out of receiving any notification emails. Below is a list of all of the toggles, along with which notification emails each toggle controls.
Sponsors can now control which notifications a contact will receive by toggling them on/off in a new Notification Settings modal that can be accessed on the contact's profile and on the CRM aside. Investors can also access these settings via Manage Profiles in the Investor Portal, enabling them to opt in or out of receiving any notification emails. Below is a list of all of the toggles, along with which notification emails each toggle controls.
*Please note that toggling a set of notifications off in the middle of a workflow is possible, therefore sponsors will need to be mindful of how they manage these notifications during the signing process for commitments and investments.
Notification Setting toggles:
- All Notifications - includes all the notification emails and custom emails
- Investment Notifications - Accreditation Request, Confirm Investment, Confirm Investment - Check, Confirm Investment - Wire, Signing Documents
- Commitment Notifications - Commitment Request, Commitment Confirmation
- Capital Call Notifications - Request Funds
- Distribution Notifications - Distribution Investor Notification
- Email Correspondence - Custom Emails (email campaigns)
- Document Notifications - Document Upload Notification, K-1 Document Upload Notification, Statement Upload Notification
Link to Help Center articles:
9.22.23 Release | Feature Enhancements
Open Offerings Commitments
Sponsors can now publish a Commitment Offering like a traditional Sales Offering, allowing for their investors to place a commitment and sign the eSignature document(s) when logged in to the Investor Portal. We hope that this new feature will encourage sponsors to utilize commitments more and improve their entire workflow when raising capital.
Future Dated Investments
We've added a new toggle for displaying future investments on the Investor Portal, located under Investor Settings > Project Preferences. This toggle is turned on by default, but for any clients that use redemptions, they now have the option to hide future investments from displaying anywhere on the portal.
Exports
We've added two new export options (CRM Export and Profile Connection Details) on the Admin site under the Exports Index Page. Additionally, a new column has been added to the Export Banking / Tax Information report showing the date upon which bank accounts were last updated.
Link to Help Center articles: